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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!

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It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!

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What is a deferred annuity & how does it work?

Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Builds income for retirement 👉 Investment flexibility 👉 Tax savings potential 👉 Extra rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals. #AnnuityAwarenessMonth

A deferred annuity is commonly used to generate a steady stream of income in retirement. Funded by a large, one-time payment or in smaller amounts over months...

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Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

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Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz

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With house prices skyrocketing, the decision of buying vs. renting a home has become even more complex. There’s no one-size-fits-all answer when deciding. Check out this article to help you evaluate your short- and long-term needs along with your financial considerations: https://bit.ly/3VQwPTD

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With house prices skyrocketing, the decision of buying vs. renting a home has become even more complex. There’s no one-size-fits-all answer when deciding. Check out this article to help you evaluate your short- and long-term needs along with your financial considerations: https://bit.ly/3VQwPTD

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Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.

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Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.

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“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” – 1 Peter 4:10

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“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.” – 1 Peter 4:10

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Going through a transition in life is not always easy. Your finances don't need to create additional stress. When Debi was going through a difficult time, Thrivent provided guidance to help her take control of her finances.

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Going through a transition in life is not always easy. Your finances don't need to create additional stress. When Debi was going through a difficult time, Thrivent provided guidance to help her take control of her finances.

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2023 IRA contribution deadline: There's still time to maximize your savings

Maximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline. For more details on IRA contribution limits. 👇

The calendar may be on the verge of flipping over to 2024, but you still can contribute to an individual retirement account (IRA), even after the new year...

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Do you file your federal income taxes early or wait until the deadline is around the corner? Here are four reasons to file early:
 ✅ Faster tax refunds.
 ✅ Extra time to make a payment if you owe.
 ✅ Reduce risk of someone else pocketing your refund. ✅ Avoid tax deadline stress or having to file an extension. The deadline to file is April 15, 2024. Whether you file yourself or hire a tax professional, don’t wait! See thrivent.com/social for important disclosures.

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Do you file your federal income taxes early or wait until the deadline is around the corner? Here are four reasons to file early:
 ✅ Faster tax refunds.
 ✅ Extra time to make a payment if you owe.
 ✅ Reduce risk of someone else pocketing your refund. ✅ Avoid tax deadline stress or having to file an extension. The deadline to file is April 15, 2024. Whether you file yourself or hire a tax professional, don’t wait! See thrivent.com/social for important disclosures.

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“You reap what you sow.” That’s especially true for the financial advisor career. The more effort you put in, the greater your financial rewards. And, the more people you assist in reaching their financial goals, the more satisfaction you gain. If this career appeals to you, let’s connect. Learn more: thriventcareers.com/yrwys

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“You reap what you sow.” That’s especially true for the financial advisor career. The more effort you put in, the greater your financial rewards. And, the more people you assist in reaching their financial goals, the more satisfaction you gain. If this career appeals to you, let’s connect. Learn more: thriventcareers.com/yrwys

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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